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20VC
The Twenty Minute VC interviews leading venture capitalists and company founders, hosted by Harry Stebbings.
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99% of Drone Companies Will Die & Why Anduril’s Products Aren’t an Ethics Debate | Matthew Steckman
Harry StebbingsMatthew Steckman
Anduril’s $20B Army vehicle is a credit-card limit rather than committed revenue, but it removes repeated procurement steps and signals that the government believes Anduril can deliver at scale.Defense drones remain a monopoly-or-die market, while Barracuda’s bathtub-style manufacturing supports demand elasticity and 40%+ company-wide gross margins; an IPO is in the window, with only about a quarter of 20 P&Ls in rate production.